Equinox Partners Investment Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Equinox Partners Investment Management LLC reported 9 stock positions worth $155.3 million. Its top holding was Galiano Gold (GAU) at 40.1% of the portfolio, followed by Kosmos Energy (KOS, 22.6%) and B2GOLD (BTG, 10.4%). Compared with Q1 2024, it opened 1 new position, added to 3 and reduced 1. The biggest buy was a new position in Gran Tierra Energy (GTE) and the biggest sale Eldorado Gold (EGO, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0000938552
- Portfolio Value
- $155.3M (Q2 2024)
- SEC Filing
- 0000938552-24-000009 ↗ filed Jul 17, 2024
Holdings Value
Holdings 9 stocks · $155.3M
| GAU Galiano Gold Inc. | 40.07% | 36,225,936 | $62.2M | No change |
| KOS Kosmos Energy Ltd. | 22.62% | 6,339,535 | $35.1M | Add +21.2% |
| BTG B2GOLD Corp. | 10.42% | 6,032,986 | $16.2M | Add +31.6% |
| EGO Eldorado Gold Corp. | 7.14% | 749,576 | $11.1M | Reduce -11.8% |
| VZLA Vizsla Silver Corp. | 6.12% | 5,372,000 | $9.5M | No change |
| ITRG Integra Resources Corp. | 5.19% | 8,815,130 | $8.1M | Add +26.7% |
| GTE Gran Tierra Energy Inc. | 4.98% | 799,946 | $7.7M | New |
| OSISKO DEVELOPMENT CORP | 1.93% | 1,606,335 | $3.0M | No change |
| PHYS Sprott Physical Gold Trust | 1.53% | 131,673 | $2.4M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| EGO Eldorado Gold Corp. | Reduce -11.8% | 7.14% | −2.57 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $207.7M | KOS, GTE, YPF, BTG, VIST |
| Q1 2026 | 10 | $240.0M | KOS, GTE, NEWP, GAU, VIST |
| Q4 2025 | 11 | $186.2M | GAU, GTE, ITRG, PSLV, NEWP |
| Q3 2025 | 9 | $185.2M | GAU, KOS, VZLA, PSLV, GTE |
| Q2 2025 | 9 | $175.9M | GAU, KOS, GTE, EGO, PSLV |
| Q1 2025 | 8 | $162.6M | KOS, GAU, EGO, GTE, PSLV |
| Q4 2024 | 9 | $147.0M | GAU, KOS, GTE, EGO, VZLA |
| Q3 2024 | 9 | $145.6M | GAU, KOS, EGO, GTE, VZLA |
| Q2 2024 | 9 | $155.3M | GAU, KOS, BTG, EGO, VZLA |
| Q1 2024 | 8 | $123.1M | GAU, KOS, BTG, EGO, VZLA |